Joe Tarpey
Financial Consultant
Peoples Financial Center
Location: Peoples Bank, Adel
Email: jtarpey@mypeoples.bank
Office: (515)993-5680
About Joe
Qualifications
Joe earned his Bachelor of Arts Degree from Morningside University and has 11 years of financial industry experience. He has obtained designations as a Retirement Income Certified Professional (RICP) and is Certified in Social Security Claiming Strategies (CSSCS).
Personal
Joe is a West Des Moines native and currently lives in Waukee with his wife and daughter. In his free time Joe enjoys any outdoor activity from running to fishing and being involved in the community.
About Peoples Financial Center
Peoples Financial Center, located at Peoples Bank, offers wealth management services to individuals and families in the greater Des Moines and Central Iowa area.
Our advisory team has the expertise, products, and services to help you navigate your way to a sound financial plan. They will take the time and care to identify your unique needs, implement your strategy, and monitor its progress with the goal of maximizing your financial legacy for generations to come.
As investment professionals, Peoples Financial Center adheres to a strict code of conduct and are honored to be part of the SmartVestor Pro program*.
Become more than just our customer - become part of the Peoples Financial Center family where we are committed to helping you realize, define, and protect your dreams.
*The SmartVestor Pro Program is a directory of investment professionals and is not affiliated with LPL Financial (LPL).
Peoples Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Peoples Bank for these referrals. This creates an incentive for Peoples Bank to make these referrals, resulting in a conflict of interest. Peoples Bank is not a current client of LPL for brokerage or advisory services.
Please visit LPL.com for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisory and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Financial Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Financial Center, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Bank or Peoples Financial Center. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, IA, ID, IN, KS, KY, MA, MN, MO, NE, OH, SD TX, WA, WY. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC
Not Bank Guaranteed
May Lose Value
Not Bank Deposits or Obligations
Not Insured By Any Other Government Agency